+2,428.0%
VGT vs MKTX
+1,443.5%
+984.5%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -1.0% |
| 7D | -1.0% | -0.2% | -0.9% | -1.0% |
| 30D | -0.4% | +0.8% | -1.3% | -0.6% |
| 3M | +6.6% | +41.1% | -34.5% | -2.1% |
| 6M | +31.0% | -9.5% | +40.6% | +32.4% |
| YTD | +27.2% | -8.7% | +35.9% | +28.0% |
| 1Y | +34.5% | -10.0% | +44.4% | +35.2% |
| 3Y | +123.1% | -24.6% | +147.8% | +126.6% |
| 5Y | +135.1% | -60.3% | +195.4% | +172.5% |
| 10Y | +803.4% | +5.0% | +798.3% | +722.1% |
| All | +2,428.0% | +1,443.5% | +984.5% | +1,005.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded MKTX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling